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Wells Fargo

2,770 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,040 increasing their positions, 1,161 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

20% less first-time investments, than exits

New positions opened: 176 | Existing positions closed: 220

21% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.88B

37% less funds holding in top 10

Funds holding in top 10: 9258 (-34)

Holders
2,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.07B
Puts
$3.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
2726
Bard Associates
Illinois
$8.44K
MWM
2727
Magnolia Wealth Management
Alabama
$8.44K
DFA
2728
DHJJ Financial Advisors
Illinois
$8.39K
WA
2729
WestEnd Advisors
North Carolina
$8.28K
MAS
2730
MPWM Advisory Solutions
Georgia
$8.28K
YP
2731
YANKCOM Partnership
South Dakota
$8.2K
MAM
2732
Marquette Asset Management
Minnesota
$8.12K
EAM
2733
Eukles Asset Management
Ohio
$8.04K
MBFW
2734
Morton Brown Family Wealth
Pennsylvania
$7.96K
TLA
2735
Tanglewood Legacy Advisors
Texas
$7.96K
NA
2736
Networth Advisors
Pennsylvania
$7.96K
BWM
2737
Benson Wealth Management
Tennessee
$7.88K
TFM
2738
TFC Financial Management
Massachusetts
$7.4K
PWA
2739
Provenance Wealth Advisors
Florida
$7.08K
PSFG
2740
Park Square Financial Group
Georgia
$7.01K
PS
2741
Pinney & Scofield
Massachusetts
$6.53K
IW
2742
Imprint Wealth
South Carolina
$6.37K
KCM
2743
Key Capital Management
Tennessee
$6.21K
SFAM
2744
Sawyer Falduto Asset Management
Illinois
$6.04K
GJIA
2745
Glass Jacobson Investment Advisors
Maryland
$6.02K
TM
2746
Torren Management
California
$5.28K
CW
2747
Curio Wealth
Maryland
$5.17K
OCM
2748
Osbon Capital Management
Massachusetts
$5.02K
CF
2749
Conquis Financial
California
$4.99K
OW
2750
Olistico Wealth
Oklahoma
$4.38K